Avior Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $391K | Buy |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $548K | Sell |
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $581K | Sell |
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|
2021
Q2 | $602K | Sell |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $554K | Sell |
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|
2020
Q3 | $524K | Buy |
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|
2020
Q2 | $503K | Buy |
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|
2020
Q1 | $443K | Buy |
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|
2019
Q4 | $438K | Buy |
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|
2019
Q3 | $413K | Buy |
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|
2019
Q2 | $329K | Buy |
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|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $287K | Buy |
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|
2018
Q3 | $293K | Buy |
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|
2018
Q2 | $227K | Sell |
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|
2018
Q1 | $240K | Buy |
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|
2017
Q4 | $225K | Buy |
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|
2017
Q3 | $181K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $118K | Buy |
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|
2016
Q4 | $104K | Buy |
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|
2016
Q3 | $88K | Buy |
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|
2016
Q2 | $49K | Buy |
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|
2016
Q1 | $41K | Buy |
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|
2015
Q4 | $38K | Buy |
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|
2015
Q3 | $35K | Buy |
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|
2015
Q2 | $38K | Buy |
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|
2015
Q1 | $38K | Buy |
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|
2014
Q4 | $39K | Buy |
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|
2014
Q3 | $31K | Hold |
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|
2014
Q2 | $31K | Buy |
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|
2014
Q1 | $30K | Buy |
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